§ 13F · FUND PROFILE
Benchmark Financial Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $302.5T (13F)Positions · 117Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 46K | $31.6T | 9.1% | −4% |
| 2 | VTI | VANGUARD INDEX FDS | 85K | $28.6T | 8.2% | −3% |
| 3 | SCHF | SCHWAB STRATEGIC TR | 1.11M | $26.8T | 7.7% | −1% |
| 4 | DBND | DOUBLELINE ETF TRUST | 492K | $22.8T | 6.6% | +19% |
| 5 | ITOT | ISHARES TR | 122K | $18.2T | 5.2% | −2% |
| 6 | NVDA | NVIDIA CORPORATION | 71K | $13.3T | 3.8% | +22% |
| 7 | COWZ | PACER FDS TR | 211K | $12.7T | 3.7% | −9% |
| 8 | IWY | ISHARES TR | 42K | $11.7T | 3.3% | −2% |
| 9 | IVV | ISHARES TR | 13K | $9.0T | 2.6% | +23% |
| 10 | IJR | ISHARES TR | 74K | $9.0T | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BENCHMARK SIGNAL
AC read
Benchmark Financial Wealth Advisors, LLC is a Other fund managing $302456.3 trillion in assets. The fund runs a portfolio of 117 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed